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1,829 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 707 increasing their positions, 773 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.92B | Put options by funds: $1.37B

126% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $162B → $180B (+$18B)

8% more funds holding in top 10

Funds holding in top 10: 281304 (+23)

3% more funds holding

Funds holding: 1,7721,829 (+57)

0.02% less ownership

Funds ownership: 93.52%93.5% (-0.02%)

9% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 773

Holders
1,829
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.59%
Holding in Top 10
304
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.19%
% of All Funds
7.58%
New
131
Increased
707
Reduced
773
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1576
Bragg Financial Advisors
North Carolina
$344K -$5.58K -55 -2%
CCB
1577
Cutter & Co Brokerage
Missouri
$341K +$101 +1 +0%
HPWM
1578
Highland Private Wealth Management
Washington
$339K +$4.87K +48 +2%
Verition Fund Management
1579
Verition Fund Management
Connecticut
$338K -$238K -2,347 -42%
PA
1580
Probity Advisors
Texas
$338K
KA
1581
KLCM Advisors
Wisconsin
$338K +$14.8K +146 +5%
DAM
1582
Doheny Asset Management
California
$337K +$325K +3,205 New
CCM
1583
Conatus Capital Management
Connecticut
$332K
DIP
1584
DT Investment Partners
Pennsylvania
$329K +$317K +3,127 New
NCM
1585
Nelson Capital Management
California
$326K +$314K +3,097 New
WOC
1586
West Oak Capital
California
$324K -$51.4K -507 -14%
CAG
1587
Csenge Advisory Group
Florida
$324K +$312K +3,079 New
DMC
1588
Drexel Morgan & Co
Pennsylvania
$323K
RIA
1589
RPG Investment Advisory
California
$323K
BC
1590
Barnett & Company
Tennessee
$317K +$811 +8 +0.3%
PC
1591
Permit Capital
Pennsylvania
$316K
RW
1592
REDW Wealth
New Mexico
$316K
SKK
1593
Shepherd Kaplan Krochuk
Massachusetts
$316K
BAM
1594
Belpointe Asset Management
Nevada
$316K +$305K +3,007 New
AIM
1595
Advantage Investment Management
Iowa
$314K +$87.8K +866 +41%
TWA
1596
TCI Wealth Advisors
Arizona
$312K -$15.8K -156 -5%
SCA
1597
Sippican Capital Advisors
Massachusetts
$311K +$46.1K +455 +18%
LK
1598
Lumbard & Kellner
New Hampshire
$310K
AFA
1599
Abacus FCF Advisors
Florida
$309K +$297K +2,933 New
AIS
1600
American Investment Services
Massachusetts
$308K +$101 +1 +0%

V Hedge Fund Activity: Q3 2017 in Review

1,829 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2017, worth a combined $180B — up 11% from $162B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new V positions and 58 closed out — a net gain of 73 holders — while 707 added to existing stakes and 773 trimmed.

The largest buyer was Bank of America, adding an estimated $439M. The largest seller was Citadel Advisors, cutting an estimated $548M.

  • 1,829 institutional investors held Visa (V) as of Q3 2017, up from 1,772 in Q2 2017.
  • Funds reported $180B of Visa stock for Q3 2017, up 11% quarter-over-quarter.
  • 131 funds opened new Visa positions in Q3 2017 and 58 closed out, a net change of +73 holders.
  • The largest Visa buyer in Q3 2017 was Bank of America, an estimated $439M added.
  • The largest Visa seller in Q3 2017 was Citadel Advisors, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2017.